IronBridge Private Wealth’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

IronBridge Private Wealth’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-158	Closed	-$17K	–	163
2021 Q4	$17K	Hold	158	–	–	0.01%	142
2021 Q3	$16K	Hold	158	–	–	0.01%	116
2021 Q2	$16K	Hold	158	–	–	0.01%	118
2021 Q1	$14K	Buy	+158	New	+$14.2K	0.01%	128

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

IronBridge Private Wealth's ITOT Position: Q1 2022 in Review

IronBridge Private Wealth sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2022, closing a stake of 158 shares — an estimated $17K sold.

IronBridge Private Wealth first reported a position in ITOT in Q1 2021 and held it in 4 quarters. The position peaked at $17K in Q4 2021. 1,001 funds tracked by Wall St. Rank hold ITOT as of Q1 2022.

IronBridge Private Wealth reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 158 iShares Core S&P Total US Stock Market ETF shares in Q1 2022, an estimated $17K.
IronBridge Private Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and held it in 4 quarters.
IronBridge Private Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $17K in Q4 2021.
1,001 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.